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UMH

UMH Properties
UMH

141 hedge funds and large institutions have $515M invested in UMH Properties in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $989K | Put options by funds: $329K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

36% more capital invested

Capital invested by funds: $378M → $515M (+$138M)

8% more funds holding

Funds holding: 131 → 141 (+10)

2.42% more ownership

Funds ownership: 61.22% → 63.63% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
42
Reduced
48
Closed
9
Calls
$989K
Puts
$329K
Net Calls
+$660K
Net Calls Change
+$238K

Top Buyers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
+$16.3M
2
BIC
B&I Capital
Switzerland
+$6.03M
3
REMS
Real Estate Management Services
+$5.11M
4
DADC
D.A. Davidson & Co
Montana
+$4.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.5M
2
Goldman Sachs
Goldman Sachs
New York
-$2.77M
3
KCM
Kennedy Capital Management
Missouri
-$1.64M
4
Wells Fargo
Wells Fargo
California
-$1.28M
5
State Street
State Street
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
101
Squarepoint
New York
$230K +$202K +11,979 New
FCM
102
Firestone Capital Management
Florida
$217K -$37.2K -2,206 -16%
Jane Street
103
Jane Street
New York
$215K +$189K +11,220 New
ASRS
104
Arizona State Retirement System
Arizona
$209K +$2.86K +170 +2%
NP
105
Ninepoint Partners
Ontario, Canada
$196K – – –
AQR Capital Management
106
AQR Capital Management
Connecticut
$195K -$83.5K -4,958 -33%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$192K +$169K +10,036 New
Canada Life
108
Canada Life
Manitoba, Canada
$188K -$35.6K -2,116 -18%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$183K +$160K +9,501 +25,003%
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$170K – – –
Legal & General Group
111
Legal & General Group
United Kingdom
$162K +$2.59K +154 +2%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$150K +$14.2K +844 +12%
SG Americas Securities
113
SG Americas Securities
New York
$147K -$640 -38 -0.5%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$61K +$53.9K +3,200 New
AIP
115
Ameritas Investment Partners
Nebraska
$60K – – –
TRCT
116
Tower Research Capital (TRC)
New York
$57K -$87.9K -5,221 -64%
Citigroup
117
Citigroup
New York
$56K -$79.8K -4,735 -62%
Simplex Trading
118
Simplex Trading
Illinois
$55K +$42.7K +2,537 +740%
GWM
119
Geneos Wealth Management
Colorado
$51K – – –
HCM
120
Highlander Capital Management
New Jersey
$47K +$7.58K +450 +23%
Lazard Asset Management
121
Lazard Asset Management
New York
$42K – – –
SIM
122
Sonora Investment Management
Arizona
$38K – – –
FPS
123
Fieldpoint Private Securities
Connecticut
$31K +$27.5K +1,633 New
EARNEST Partners
124
EARNEST Partners
Georgia
$25K – – –
TWM
125
Tradition Wealth Management
Minnesota
$25K +$219 +13 +1%
2 3 4
5
6

UMH Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2021, worth a combined $515M — up 36% from $378M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMH positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 48 trimmed.

The largest buyer was Copeland Capital Management, opening a new position worth an estimated $16.3M. The largest seller was Russell Investments Group, cutting an estimated $21.5M.

  • 141 institutional investors held UMH Properties (UMH) as of Q1 2021, up from 131 in Q4 2020.
  • Funds reported $515M of UMH Properties stock for Q1 2021, up 36% quarter-over-quarter.
  • 21 funds opened new UMH Properties positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest UMH Properties buyer in Q1 2021 was Copeland Capital Management, an estimated $16.3M added.
  • The largest UMH Properties seller in Q1 2021 was Russell Investments Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2021.